Why make these decisions alone?
There's more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.
Let us be your guide.
At Wealth Management Resources, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that’s designed to answer some of Medicare’s most pressing questions, such as:
How could my income affect my monthly Medicare premiums?
Do I need to sign up for Medicare Part A and B if I'm still working?
How can private insurance help me with the costs of Medicare?
How do I avoid the coverage gap with Medicare Part D prescription drug plans?
Meet Wealth Management Resources
As a full-service financial firm, we offer complimentary Medicare consultations to review your Medicare coverage. We research potential options using a wide range of Medicare Advantage and Supplemental plans, then help you identify and implement the right solutions to fit your health care and budget needs.
Geoffrey Johnson is the founder and president of Wealth Management Resources (WMR). For over 10 years, WMR has provided financial services for hundreds of clients throughout Arizona. The company’s fundamental philosophy is to provide personalized service with a key focus on protecting clients’ hard-earned retirement savings.
Originally from South Dakota, Geoffrey moved to Arizona as a child with his parents in 1968. He attended high school in Scottsdale and majored in accounting at Arizona State University. Geoffrey currently lives in Gilbert and has a son living in Colorado. His brother, sister and nieces all live close by and are a major part of his life. His mother lived close by for many years and passed away at 91 years old in October 2012.
When he is not at the office, Geoffrey enjoys spending time with family, traveling, playing and listening to music. As time permits, he volunteers and supports several charities and foundations.
Hello, I’m Lisa Convery, a seasoned Licensed Insurance and Medicare Agent with over a decade of experience in the field. I find immense satisfaction in assisting individuals and families to safeguard their futures.
Navigating the intricacies of Medicare can be challenging, and I take pride in helping our clients discover the most financially and medically sound solutions tailored to their unique needs. My goal is to build lasting relationships with those I serve.
Beyond my professional life, I’m a widow and a dedicated mother of two wonderful children. I also have the joy of being a grandma to two beautiful girls, who light up my world. In my leisure time, you’ll often find me engrossed in a good book or enjoying the great outdoors. I have a passion for art projects, enthusiastically cheer for my favorite sports teams, and cherish moments spent with family and friends. Meeting new people and lending a hand where it’s needed is something that brings me great joy.
I look forward to the opportunity to connect with you and provide valuable insights into the world of insurance and Medicare, all while forging meaningful connections along the way.
Register to Attend a Medicare Seminar